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Conversations

Recent Conversations
Conversations 1 - 20 of 2157
Photo of Frances
How to ensure 'Won' Opportunities always appear in the Opportunities list?
I have a number of 'Won' and 'In Progress' Opportunities. When I click View - All Opportunities I can successfully see all of these Oppor...
  • 1 me too
  • 2 replies
  • Question
Photo of Jerry Molina
On the web-to-lead form, I am needing a name of a web master that can help me integrate into my website.
On the web-to-lead form, I am needing a name of a web master that can help me integrate into my website.
  • 1 me too
  • 1 reply
  • Question
Photo of Claire Lyel
No Character Limit Warning in Case Solution Notes
When resolving a case, the solution note allows you to type up long notes, however when you look at the note after the case has been res...
  • 1 me too
  • 1 reply
  • Problem
Photo of Ian Macphail
Completing an appointment that is scheduled in the future
Sometimes, I'll be able to take a meeting early, for a reoccurring appointment scheduled later in the day.   I want to show that the app...
  • 1 me too
  • 1 reply
  • Question
Photo of Craig Freedman
Steps to import company leads with some having 2nd contact and email address
  • 1 me too
  • 0 replies
  • Question
Photo of Carly Fletcher
Adding contacts
I am trying to add a contact for a client. I can see it done correctly for our group (Mackie wealth group) for Marcia Garcia in relation ...
  • 1 me too
  • 3 replies
  • Question
Photo of Jerry Molina
Vonage integration
Voip via vonage, I posted 2 years ago. Has anyone successfully integrated vonage and maximizer?
  • 1 me too
  • 1 reply
  • Question
Photo of Robert Churchill
When a user hits send in Outlook he receives multiple pop-up dialog boxes to save the message to MaxCRM Live
One of our MaxCRMLive users has an issue when he sends an Outlook Message. He receives multiple dialog boxes asking him how and if he wan...
  • 2 me toos
  • 2 replies
  • Problem
Photo of Johan Johansson
New Feature: Maximizer Connect for Excel Quotes
We’re pleased to announce the release of Maximizer Connect for Excel Quotes for both CRM Live and on premise subscribers. This enhanceme...
  • 1 me too
  • 0 replies
  • Announcement
Photo of Gary John St Onge
Screen Freezing
Maximizer screen keeps freezing. The screen goes grey and there is a spinning wheel message that says "sorting" but never stops, forcing ...
  • 1 me too
  • 1 reply
  • Problem
Photo of Dave Grice
Can I connect Power BI to Maximizer Wealth Manager database?
Hello,Can I connect Power BI to Maximizer cloud Wealth Manager database?Cheers, Dave
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Craig Freedman
How do I set a task for multiple contacts?
  • 2 me toos
  • 4 replies
  • Question
  • Answered
Photo of Enrique C
Opportunities - stages and actions
Hi, We are trying to improve how we track opportunities through the pipeline. We are currently using Max 2016 and planning the upgrade t...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Brad Mol
Import notes from outlook?
Can you import the notes section of a contact in Outlook, via a CSV file, into the notes tab in Maximizer? I'm using CRM Live v13. Thanks.
  • 4 me toos
  • 6 replies
  • Question
  • Answered
Photo of Craig Freedman
Why do some UDF's only importwith Company and not with Contact import
Why does this happen and how do I correct it?
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Bruce Cox
Notes not shown!
I having been using Maximizer for several years all good Today my "NOTES" have disappeared.. How can I get their window to open? Normal...
  • 4 me toos
  • 6 replies
  • Question
  • Answered
Photo of Anne Lang
Max CRM Live - Import excel with new field and new data
I would like to do an export to excel of all records, add a field and import back to Max CRM Live so that the new field is added. How...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Raj
Not set Probability(SalesProcess) Opportunity
Hi, I've tried to set probability using Maximizer.data.dll using in Maximizer 2017 r2. It's different to maximizer 2016 r2. I need sa...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Robbie Brand - Collier Pickard Ltd
User can't save Sales Process and Stage
In Maximizer 2017. if a user only has Opportunity Read and Modify rights and only has Standard rights in the Sales Team when they add a ...
  • 2 me toos
  • 5 replies
  • Problem
  • Acknowledged
Photo of Josh Barrie
Notification Manager page does not finish loading
Maximizer CRM 2017 R2 on-premise, logged in as MASTER Navigating to Administration->Notification Manager, the page does not finish loadi...
  • 1 me too
  • 3 replies
  • Problem